Summary
Overview
Work History
Education
Skills
Certification
Languages
References
Timeline
Generic

Christopher Ivan Banta

Grande Prairie,AB

Summary

Experienced insurance professional with a strong focus on client relationship development and retention. Proven ability to exceed performance targets and drive revenue growth through customized solutions. Seeking to leverage expertise in a Partner Success Manager role to enhance partner satisfaction and growth in the insurance sector.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Account Manager

Walnut Insurance
Toronto, ON
02.2024 - Current
  • Attained Top new business sales by exceeding 2024 sales benchmarks during the second quarter of 2025
  • Developed sales processes for carriers in Alberta and British Columbia for new brokers.
  • Created procedural manuals to standardize task execution within brokerage operations.
  • Actively inputting solutions to help with efficiency within the brokerage

Account Executive

Western Financial Group Inc.
Peace River, AB
02.2022 - 02.2024
  • Surpassed performance benchmarks in broker activities and new business development.
  • Achieved Record Breaker Award in 2022 for exceptional new business revenue production.
  • Actively participated in talent acquisition by interviewing prospective team members.
  • Demonstrated strong public speaking skills to train insurance professionals in sales techniques.

Insurance Advisor

Insureline I.D.
Peace River, Alberta
03.2021 - 02.2022
  • Cultivated impactful client relationships by gaining a deep understanding of their goals and objectives, fostering trust and loyalty through personalized service.
  • Played a pivotal role in enhancing office efficiency by training administrative staff, contributing to the development of a skilled and cohesive team.
  • Built close relationships with clients by understanding their goals and objectives.
  • Drove business sustainability by pitching competitive rates, resulting in remarkable 87% retention rate compared to the previous year's book of business. Simultaneously, increased new business sales, strategically contributing to future renewal revenues.

Guest Services Manager

Sawridge Group of Companies
Peace River, AB
03.2018 - 04.2021
  • Elevated guest satisfaction by instilling assertiveness in the front-of-house team, emphasizing upselling techniques and delivering memorable experiences, resulting in heightened guest satisfaction and increased revenue per guest.
  • Simultaneously managed the Rooms and Front Desk Division while serving as the Hotel's HR Coordinator. Oversaw a team of 85 employees, leading health and safety initiatives as the Senior Chairman, showcasing adept multitasking and leadership in diverse operational areas.
  • Successfully navigated the challenges posed by the pandemic in the Hospitality and Tourism industry, creatively adapting to the changing economy. Transformed part of the hotel into an Isolation Center for First Nation bands, mitigating revenue loss and contributing to community support.
  • Fostered robust relationships with both existing and new clients that translates to steady income stream.

Education

General Insurance License 1 and 2 -

Alberta Insurance Council
06.2021

BS - Major in Hotel, Restaurant and Management

FAR EASTERN UNIVERSITY
04.2014

High School Diploma -

Manila Cathedral School
03.2012

Skills

  • Sales process development
  • Public speaking
  • Client relationship management
  • Project management
  • Data analysis
  • Market research
  • Strategic Sales Acumen
  • Client Relationship Management
  • Professional integrity
  • Bilingual proficiency
  • Management collaboration
  • Networking skills

Certification

  • Certified Front Office Manager, American Hotel and Lodging Assoc., 03/01/21
  • General Insurance License 1 and 2, Alberta Insurance Council, 06/01/21
  • Record Breaker 2022, Western Financial Group, 03/01/23
  • Dynamic Public Speaking, University of Washington, 05/01/23

Languages

English
Professional
Filipino
Native/ Bilingual

References

References available upon request.

Timeline

Account Manager

Walnut Insurance
02.2024 - Current

Account Executive

Western Financial Group Inc.
02.2022 - 02.2024

Insurance Advisor

Insureline I.D.
03.2021 - 02.2022

Guest Services Manager

Sawridge Group of Companies
03.2018 - 04.2021

General Insurance License 1 and 2 -

Alberta Insurance Council

BS - Major in Hotel, Restaurant and Management

FAR EASTERN UNIVERSITY

High School Diploma -

Manila Cathedral School

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Christopher Ivan Banta